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Specialist Services

Please call us on +612 9906 1698 if you would like to speak with a consultant

Projects

Projects

FinServ can assist you flesh out and develop specific projects.  These types of project may likely involve:

  • Product/Service development
  • Change or restructure of the organisation
  • Major Presentations
  • Research
  • Highly confidential material
  • Intellectual property
Service fees are based upon the scope of the project and usually involve a retainer.





Corporate Advisory Services

Start Up Ventures

If you are considering starting up a new venture, then FinServ can provide you with some neutral and objective help.  This is service is aimed at high level management decision making processes that confront small to medium enterprise.  Service fees are based upon the scope of the project and usually involve a retainer.

Due Diligence

We undertake specific due diligence projects for sale, purchase or financing. Our focus are insurance intermediary business and we will:
  •  Conduct and evaluation of the client base,
  •  Identify areas of concern,
  •  Highlight the strengths and weakness of the organisation, and
  •  Report on our findings.

Strategic Planning

Develop a strategic plan is an important aspect of managing an organisation.  We will assist in developing and facilitating sessions to strengthen you business.